HP Inc.

Urban Outfitters, Inc.

Dell Technologies Inc.

Novo Nordisk A/S

NVIDIA Corporation

Alphabet Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: buyers are back in the majority

Dell expects annual AI server sales to grow by a quarter from its previous forecast

Dell reported worse than expected revenue, but raised its forecast. How did the market react?

Alibaba Group Holding Limited

Morning in New York: macro statistics will set the trading vector

Best Buy Co., Inc.

Li Auto Inc.

The last trading week of November in the US will be shortened due to Thanksgiving and Black Friday. Wall Street will focus on September wholesale price data and retail sales statistics for the same month.

Alibaba, retailers and the UK budget: what investors need to know this week

Morgan Stanley has sharply downgraded its recommendation on shares of PC maker and AI server assembler Dell, CNBC <a href="https://www.cnbc.com/2025/11/17/morgan-stanley-double-downgrades-pc-maker-on-expected-margin-pressures.html">reports</a>. It dropped its "Overweight" rating, equivalent to a buy recommendation on these securities, and set an "Underweight" rating, equivalent to a sell recommendation. The investment bank thus skipped the neutral step, a rare move.

Morgan Stanley has sharply downgraded Dell's stock and advises selling. What happened?

Microsoft Corporation

IREN Limited

Microsoft, which is among the leaders of the global race in the field of artificial intelligence, has signed a contract for the purchase of computing power with the Australian company IREN for about $9.7 billion. IREN, in turn, has agreed to purchase equipment from Dell. After the news, Iren's shares hit a record high, while Dell's shares reached a 1.5-year high.

Microsoft signed a $9.7 billion contract with a company from Australia. Its securities rose

Tesla, Inc.

Oracle Corporation

Ford Motor Company

Joby Aviation, Inc.

Penguin Solutions, Inc.

Esperion Therapeutics, Inc.

Morning in New York: Fed minutes at the center of the agenda

The company attributed the revision to the acceleration of technological change, especially in the field of AI

Dell sharply improved its revenue and profit forecasts. Shares jumped

Autodesk, Inc.

Morning in New York: deficit amid shutdown statistics will determine the trading vector

Caterpillar Inc.

Cisco Systems, Inc.

GE Vernova Inc.

The surge in demand for AI computing power is playing into the hands of the entire data center supply chain

Barron's names 12 "non-obvious" stocks that will benefit from the AI boom

Marvell Technology, Inc.

Ulta Beauty, Inc.

Affirm Holdings, Inc.

Hormel Foods Corporation

Burlington Stores, Inc.

Veeva Systems Inc.

Morning in New York: inflation statistics will set the vector for trading

Intel Corporation

Etsy, Inc.

eBay Inc.

Wall Street hit all-time highs amid upward revisions to US GDP and expectations of a Fed rate cut, but investors are cautiously awaiting key inflation data. Meanwhile, Dell shares fell more than 5% after a weak earnings forecast despite a rise in AI server sales. Intel said it received $5.7 billion from the U.S. government in a deal that is raising questions among investors. About these and other topics - in our review of key events by the morning of August 29.